1. Mobile network operators and MVNOs
1.1 Mobile operator ecosystem structure
1.2 Market analyses
1.2.1 The rise of mobile data services
1.3 Mobile Network Operators (MNOs)
1.3.1 Telstra
1.3.2 Optus
1.3.3 Vodafone Hutchison Australia (VHA)
1.4 Mobile Virtual Network Operators (MVNOs)
1.4.1 Market definition
1.4.2 Market overview
1.4.3 Market statistics
1.4.4 Historical overview
1.4.5 Amaysim
1.4.6 Kogan Mobile
1.4.7 Aldi Mobile
1.4.8 Ovo Mobile
1.4.9 Lebara Mobile
1.4.10 Boost Mobile
1.4.11 TravelSIM
1.4.12 Virgin Mobile
1.4.13 Woolworths Mobile
1.4.14 MeU Mobile
1.5 Closed MVNOs
1.5.1 Red Bull Mobile
1.6 Mobile resellers
1.6.1 Background information
1.6.2 Resellers on the Telstra network
1.6.3 Resellers on the Optus network
1.6.4 Resellers on the Vodafone network
2. Fixed broadband service providers
2.1 Telstra
2.1.1 Company overview
2.1.2 Financial and operating statistics
2.1.3 Strategy update – 2018
2.1.4 Company analysis - 2017
2.1.5 Strategy update - 2016
2.1.6 Network upgrade
2.2 Optus
2.2.1 Company overview
2.2.2 Company analysis
2.2.3 Financial and operating statistics
2.2.4 Infrastructure overview
2.2.5 Products and services
2.2.6 Major subsidiaries
2.3 TPG Telecom Limited
2.3.1 Company overview
2.3.2 Company analysis
2.3.3 Company acquisitions
2.3.4 Company investments
2.3.5 TPG to become the fourth mobile operator in Singapore
2.3.6 Fibre Network
2.3.7 National network
2.3.8 Financial statistics
2.3.9 Operational statistics
2.4 Vocus
2.4.1 Overview
2.4.2 Company strategy update – late 2017
2.4.3 Company analysis
2.4.4 Financial results
2.4.5 Operations results
2.4.6 Acquisitions / Mergers
2.4.7 Network
2.4.8 Products and services
2.5 Macquarie Telecom
2.5.1 Company overview
2.5.2 Financial results
2.6 Vodafone
2.6.1 Fixed line NBN offering
3. Video-On-Demand (VOD) providers
3.1 Major VOD providers
3.1.1 Netflix
3.1.2 Stan
3.1.3 Foxtel
3.1.4 Telstra TV
3.1.5 Vodafone
3.1.6 FetchTV
3.1.7 Hayu
3.1.8 Hulu
Table 1 – Telstra Group - Top Line Annual Financial Results - 2005 - 2018
Table 2 – Telstra Group - Revenue ($billion) by Product Segment and Annual Change – 2017 - 2018
Table 3 – Telstra mobile prepaid and postpaid revenue – 2008 – 2018
Table 4 – Telstra mobile services revenue – 2009 - 2018
Table 5 – Telstra mobile ARPU - prepaid, postpaid, mobile broadband – 2004 – 2018
Table 6 – Telstra - Mobile Subscribers (millions) by prepaid, postpaid, wholesale – 2008 - 2018
Table 7 – Optus Group – Financial Results by Consumer Segment – 2014 - 2018
Table 8 – Optus mobile revenue – 2009 – 2018
Table 9 – Optus - mobile subscribers and annual change – 2005 - 2018
Table 10 – Optus -mobile pre/postpaid and mobile broadband customers (thousands) – 2008 - 2018
Table 11 – Optus mobile subscriber - Monthly ARPU – 2009 - 2018
Table 12 – Historic - Optus mobile subscribers, annual change – 1998 - 2004
Table 13 – Vodafone Australia revenue – 2009 - 2018
Table 14 – VHA Monthly ARPU – 2015 - 2018
Table 15 – Historic - HTA key metrics - 2009 - 2015
Table 16 – Historic - Monthly ARPU and by segment – 2009 - 2012
Table 17 – Historic - Vodafone Australia revenue – 1996; 1998 - 2008
Table 18 – Vodafone Australia (Group) – subscribers (millions) by type – 2009 – 2018
Table 19 – Historic - VHA MVNO customers – 2014 – 2016
Table 20 – Retail Mobile subscribers share by MNO and MVNO – 2016 – 2017
Table 21 – Historic - Retail Mobile subscribers share by MNO and MVNO – 2013 – 2015
Table 22 – Retail mobile subscriber market share by MNO and MVNO - 2015 - 2016
Table 23 – Amaysim Mobile subscribers and subscriber churn – 2015 - 2017
Table 24 – Telstra Group - Top Line Annual Financial Results - 2005 - 2017
Table 25 – Telstra Group - Revenue ($billion) by Product Segment and Annual Change – 2015 - 2017
Table 26 – Telstra Group - Revenue ($billion) by Operations Segment and Annual Change – 2015 - 2017
Table 27 - Telstra Group – Mobile Handset ARPU by prepaid, postpaid– 2016 - 2017
Table 28 – Telstra Group - Capital Expenditure - 2009 - 2017
Table 29 – Telstra - Mobile Subscribers (millions) by prepaid, postpaid – 2008 - 2017
Table 30 – Telstra broadband subscribers by sector – 2007 – 2016
Table 31 – Overview of Optus overall operating revenue summary – 2000 - 2018
Table 32 – Optus revenue – 2012 - 2018
Table 33 – Optus Group – Financial Results - Division – 2014 - 2018
Table 34 – Optus – Key Operating Statistics - 2015 - 2018
Table 35 – Historic - Optus consumer and business fixed telephony statistics – 2009 - 2017
Table 36 – Historic – Total internet subscribers (broadband and dialup) – 1996; 1998; 2000 - 2008
Table 37 – iiNet’s acquisitions – 2003 - 2014
Table 38 – TPG Revenue, EBITDA and NPAT– 2001 - 2017
Table 39 – TPG – revenue ($ million) breakdown by division – 2009 – 2017
Table 40 – TPG – consumer segment revenue ($ million) – 2016 - 2017
Table 41 – TPG – corporate segment revenue ($ million) – 2016 - 2017
Table 42 – TPG – Broadband ARPU ($/month) – 2016 - 2017
Table 43 – iiNet – Broadband ARPU ($/month) – 2016 - 2017
Table 44 – TPG consumer – revenue breakdown by market segment (consumer) – 2010 - 2016
Table 45 – TPG – Revenue by Division – 2016
Table 46 – Historic - TPG – broadband ARPU – 2009 - 2016
Table 47 – TPG – Group Broadband Subscribers (thousands) by Division– 2014 - 2017
Table 48 – TPG – Consumer Broadband Subscribers (thousands) by Product – 2014 - 2017
Table 49 – iiNet – Broadband Subscribers (thousands) by Product – 2015 - 2017
Table 50 – TPG – Group Mobile Subscribers (thousands) by Division– 2014 - 2017
Table 51 – iiNet Fixed Voice – subscribers and ARPU – 2015 - 2017
Table 52 – Historic - TPG Group – Total Subscribers, Mobile Subscribers – Jan 2016
Table 53 – Historic - TPG (only) – broadband subscribers on/off-net and bundled – 2008 - 2016
Table 54 – Historic - TPG on-net versus Soul off-net home phone subscribers, annual change – 2009 - 2015
Table 55 – Historic - TPG versus Soul mobile subscribers – 2008 - 2015
Table 56 – Vocus - Key financial parameters – 2012- 2017
Table 57 – Vocus – Revenue Split by Division – 2016 - 2017
Table 58 – Vocus – Revenue Split by Product – 2016 - 2017
Table 59 – Vocus Australia - Consumer Broadband Subscribers – 2016 - 2017
Table 60 – M2’s acquisitions – 2005 - 2015
Table 61 – Macquarie key financial indicators – 2008 - 2017
Table 62 –Macquarie revenue by division- revenue $ (million)– 2015 - 2017
Table 63 – Total number of Fetch TV subscribers 2012 - 2016
Chart 1 – Optus - mobile subscribers and annual change – 2001 - 2018
Chart 2 – Overall Optus overall operating revenue and annual change – 2000 - 2018
Exhibit 1 – MVNO models
Exhibit 2 – Australian MVNOs Mobile carriers - 2018
Exhibit 3 – Mobile carriers and selected resellers and MVNEs
Exhibit 4 – TPG – Competitive Analysis Profile – Highlights
Exhibit 5 – TPG – Competitive Analysis Profile